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Or hear directly from Jonathan — on what to do (and not do) with life insurance proceeds
- What to do — and what to avoid — with life insurance proceeds in the first few months
- What you may be entitled to through Social Security survivor benefits
- How to organize accounts, beneficiaries, and documents so nothing falls through the cracks
Jonathan Kesselman, JD, CFP®, CDFA®
Jonathan is a former attorney and Certified Divorce Financial Analyst® based in Westlake, Ohio — one of a relatively small number of CDFAs® in Northeast Ohio. He works specifically with women navigating divorce, the loss of a spouse, and retirement, bringing both legal fluency and financial experience to some of the most significant decisions his clients will make.
Before any strategy or recommendation, Jonathan starts by listening — understanding what matters most to you, what you're working toward, and what feeling "okay" actually looks like for your life going forward.
Prefer to Talk It Through Directly?
Call the office at (440) 709-3315, or schedule a free 15-minute conversation on my calendar — whenever you feel ready. You're welcome to reach me by email as well.
Schedule a 15-Minute Intro Calljonathan.kesselman@lpl.com